Integrate with a human resource management system

Use the HRMS Integration page to enable integration between your human resource management system (HRMS) and WFM and to select the time of day when you want user vacation data to be exported from WFM to your HRMS.

BEST PRACTICE   Consult the Data Import Reference Guide before integrating an HRMS with WFM.

When you integrate your HRMS with WFM, data is exchanged as follows. In this way, the vacation information contains current information for each vacation type.

• Vacation plans are imported from the HRMS to WFM throughout the day, whenever a GIS file is made available to Calabrio ONE. For more information on when HRMS data is imported to Calabrio ONE, consult the Calabrio ONE Data Import/Export Reference Guide.
• The number of vacation hours used by agents are exported from WFM to the HRMS once per day, at the time configured on this page. Multiple exports on the same day are not supported.

NOTE   All agents must be assigned a Full Time Equivalent (FTE) profile in order for their vacation plans to be imported from the HRMS. See Manage full time equivalent profiles for more information.

NOTE   If an import file includes agents and vacation types that do not exist in Calabrio ONE, those records will be skipped during the import. The skipped records are listed in the import log.

For systems that use HRMS integration, vacation plans information is configured with the HRMS. Systems that do not have HRMS integration use vacation plans created on the Vacation Plans page (see Manage vacation plans).

Procedures

Enable HRMS integration

• Select the Enable HRMS Integration with WFM check box.

Configure when WFM vacation data is exported to your HRMS

• In the Export Time field, enter the time when user vacation data will be exported from WFM to your HRMS.

  NOTE   If this time is changed after the initial configuration, it does not take effect for 24 hours.